ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,056,477 | -5.6% | 53,279 | -2.0% | 3.74% | -8.0% |
| Q2 2023 | $13,830,911 | +7.7% | 54,350 | -0.3% | 4.07% | +0.6% |
| Q1 2023 | $12,837,864 | +3.5% | 54,534 | -3.0% | 4.05% | -17.9% |
| Q4 2022 | $12,409,418 | +4.3% | 56,233 | -2.2% | 4.93% | -1.6% |
| Q3 2022 | $11,902,000 | -1.4% | 57,485 | +3.6% | 5.01% | -0.6% |
| Q2 2022 | $12,067,000 | -5.5% | 55,508 | -0.4% | 5.04% | -0.6% |
| Q1 2022 | $12,772,000 | -15.0% | 55,717 | -2.9% | 5.07% | -2.8% |
| Q4 2021 | $15,024,000 | -1.3% | 57,377 | -3.2% | 5.21% | -2.0% |
| Q3 2021 | $15,229,000 | -2.2% | 59,244 | -1.3% | 5.32% | +3.3% |
| Q2 2021 | $15,572,000 | +3.7% | 60,029 | -2.3% | 5.15% | +3.5% |
| Q1 2021 | $15,015,000 | +2.8% | 61,428 | -3.6% | 4.98% | -5.7% |
| Q4 2020 | $14,602,000 | +7.9% | 63,751 | -4.7% | 5.28% | -4.6% |
| Q3 2020 | $13,530,000 | -0.1% | 66,880 | -9.5% | 5.53% | -2.0% |
| Q2 2020 | $13,540,000 | +23.8% | 73,919 | -2.6% | 5.64% | -8.3% |
| Q1 2020 | $10,939,000 | -29.1% | 75,878 | -6.8% | 6.14% | -44.2% |
| Q4 2019 | $15,429,000 | +3.7% | 81,434 | -4.9% | 11.02% | -5.7% |
| Q3 2019 | $14,879,000 | -7.5% | 85,622 | -6.6% | 11.69% | -0.7% |
| Q2 2019 | $16,083,000 | +2.7% | 91,675 | -2.4% | 11.76% | +6.3% |
| Q1 2019 | $15,656,000 | +7.3% | 93,917 | -0.9% | 11.07% | +10.8% |
| Q4 2018 | $14,595,000 | -18.7% | 94,789 | -9.0% | 9.99% | -14.3% |
| Q3 2018 | $17,952,000 | +6.7% | 104,189 | +0.5% | 11.66% | -7.1% |
| Q2 2018 | $16,831,000 | -2.6% | 103,712 | -6.2% | 12.55% | +5.6% |
| Q1 2018 | $17,278,000 | -7.3% | 110,514 | -6.2% | 11.89% | +1.1% |
| Q4 2017 | $18,639,000 | +0.5% | 117,843 | -5.1% | 11.76% | +21.9% |
| Q3 2017 | $18,544,000 | -3.3% | 124,221 | -6.7% | 9.65% | -4.7% |
| Q2 2017 | $19,172,000 | -1.5% | 133,117 | -4.4% | 10.12% | -6.4% |
| Q1 2017 | $19,471,000 | +0.7% | 139,180 | -4.2% | 10.81% | -6.5% |
| Q4 2016 | $19,329,000 | +2.1% | 145,349 | -1.6% | 11.56% | -6.5% |
| Q3 2016 | $18,934,000 | +1.9% | 147,701 | -1.4% | 12.36% | -4.6% |
| Q2 2016 | $18,578,000 | -1.9% | 149,795 | -4.4% | 12.96% | -12.0% |
| Q1 2016 | $18,943,000 | – | 156,735 | – | 14.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |